Top 10 Ways I Help My Clients Grow and Thrive

At the end of every workday, the only thing that really matters is how many people we helped that day. Do you love what you do?

Here are the top ten reasons why I love what I do.

1. I help my clients think about their financial lives and discover the “whys” behind their actions – the beliefs that motivate and guide them. Financial planning doesn’t offer one-plan-for-all solutions. Many factors drive the planning process. It starts with knowing my clients well and understanding their unique needs. The process can start with one simple question: “What truly matters to you?”

2. This initial spark of understanding can ignite a journey of discovering, not just financial solutions, but the deeper meaning behind clients’ investment, retirement, and estate planning goals. Knowing what matters most to clients, their values, allows me to tailor clients’ decisions to their unique goals and aspirations.

3. I help clients “cut through the marketing noise”. The advice is based on the latest research and material facts, not on opinions and advertisements. The advice is always goal oriented, evaluating each decision not in isolation, but in terms of its impact on the likelihood of success of the entire plan.  

4. I provide comprehensive financial services and collaborate with other professionals to help clients develop and integrate investment portfolios into long-term financial plans with estate, tax, and risk management strategies. Click here to learn more about my services.

5. Independent financial advisors are typically not employed by large financial institutions that may stand to gain from advisors’ recommendations for you. This can help eliminate conflicts of interest especially when an employer tries to get employees to sell the employer’s products or high commission products of other financial institutions. I offer more investment options and focus on my clients’ needs and the quality and suitability of products I recommend to my clients.

6. I help my clients manage their behaviors and not just their finances. I help clients stay on track, consider important factors, and explain their options and how to avoid mistakes. People work with me not only because I help them manage prudently their financial resources, but also because they trust me and my expertise. They have peace of mind. My services make it easier for clients to manage their investments and give them more time to focus on other important things in their lives.

7. I enjoy regular interactions with my clients. I am not only taking the time to help clients articulate meaningful financial goals. I am also in regular communication with my clients regarding their portfolios. In many ways, it is less about what the market did and more about how much progress the investor has made toward goals.

8. I help my clients assess their risks, and create and implement a financial plan that, if properly managed, can protect them from life’s ups and downs. An integrated, holistic approach to wealth (or money) management with a risk management plan, is what makes the difference.

9. I offer a personal approach to client relationships and provide full disclosure of my professional fees and investment expenses. Good advice doesn’t have to be expensive. However, inappropriate or untrustworthy advice can cost you dearly, no matter how little you pay for it.

10. I work with investors who recognize that they have neither knowledge, nor the discipline required to develop and implement an effective retirement or investment plan. They recognize that a good financial advisor can add value in many ways. Other individuals would rather have someone else focus on financial matters so that they can focus more of their attention on things they love to do.

Taking on the role of a financial advisor provides a range of opportunities to help others and offer professional services governed by the highest professional standards.  As advisor, I know that my unique body of knowledge and guidance about matters related to investments and finances involves more than money and numbers. My real role is to understand a client’s vision for their life and then help them develop a financial plan that supports that vision.